Plan Snapshot
- Plan Sponsor: Excipio Consulting LLC
- Sponsor EIN: 731608589
- Sponsor Address: 9701 N 98TH EAST AVENUE, OWASSO, OK, 74055
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $883,216
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $883,216 | $8,414 | $32,463 |
| 2023 | 2 | $716,917 | $6,275 | $26,225 |
| 2022 | 2 | $751,216 | $8,905 | $29,866 |